PGIM Custom Harvest LLC — 13F Holdings & Portfolio

CIK 1845793 · latest 13F-HR filed 2026-08-13

PGIM Custom Harvest LLC manages $7.98B in 13F-reported U.S. long-equity assets across 305 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IYW (14.37%), VGT (10.20%), XLK (9.26%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 42 new positions, exited 13, added to 192, and trimmed 31.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$7.98B

Long-equity book

Holdings

305

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+42 / −13 / ↑192 / ↓31

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Firm Profile & Key People
Name Title / Status Ownership Type

Quarter-over-quarter changes

Share-count changes vs the prior 13F.

Top Adds (vs prior quarter)

  • ISHARES TR$322.9M +39.2%
  • VANGUARD WORLD FD$239.9M +41.8%
  • SELECT SECTOR SPDR TR$225.1M +43.7%
  • VANECK ETF TRUST$84.6M +255.1%
  • VANGUARD WORLD FD$62.7M +19.9%
Show all 192 →

Top Trims

  • ISHARES TR-$43.3M -85.5%
  • SELECT SECTOR SPDR TR-$14.3M -12.8%
  • ISHARES TR-$5.8M -6.2%
  • ISHARES SILVER TR-$1.2M -26.0%
  • ISHARES TR-$365.1K -7.6%
Show all 31 →

New Positions

  • ISHARES INC$811.3K
  • SPDR SERIES TRUST$676.6K
  • INVESCO EXCHANGE TRADED FD T$607.7K
  • VANGUARD SCOTTSDALE FDS$538.2K
  • ASML HLDG NV$506.3K
Show all 42 →

Exited Positions

  • HONEYWELL INTL INC$625.9K
  • ISHARES TR$395.5K
  • SCHWAB STRATEGIC TR$276.5K
  • VANGUARD INDEX FDS$229.7K
  • BP PLC$228.0K
Show all 13 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IYW 464287721 $1.15B 14.37% 4,549,815 SH
2 VANGUARD WORLD FD VGT 92204A702 $814.4M 10.20% 6,813,664 SH
3 SELECT SECTOR SPDR TR XLK 81369Y803 $739.5M 9.26% 3,881,651 SH
4 VANGUARD WORLD FD VOX 92204A884 $385.7M 4.83% 2,096,665 SH
5 VANGUARD WORLD FD VIS 92204A603 $377.2M 4.72% 1,046,706 SH
6 SELECT SECTOR SPDR TR XLF 81369Y605 $308.8M 3.87% 5,759,931 SH
7 SELECT SECTOR SPDR TR XLY 81369Y407 $293.3M 3.67% 2,501,017 SH
8 VANGUARD WORLD FD VHT 92204A504 $271.8M 3.40% 909,110 SH
9 SELECT SECTOR SPDR TR XLI 81369Y704 $242.8M 3.04% 1,311,071 SH
10 VANGUARD WORLD FD VFH 92204A405 $221.9M 2.78% 1,686,235 SH
11 SELECT SECTOR SPDR TR XLV 81369Y209 $182.2M 2.28% 1,148,086 SH
12 SELECT SECTOR SPDR TR XLC 81369Y852 $176.2M 2.21% 1,644,665 SH
13 VANGUARD WORLD FD VCR 92204A108 $161.5M 2.02% 407,202 SH
14 ISHARES TR IXN 464287291 $158.0M 1.98% 1,093,248 SH
15 ISHARES TR IYF 464287788 $136.7M 1.71% 1,072,262 SH
16 VANECK ETF TRUST TRUT 92189H631 $117.8M 1.48% 3,752,995 SH
17 VANGUARD WORLD FD VDC 92204A207 $111.9M 1.40% 496,263 SH
18 SELECT SECTOR SPDR TR XLE 81369Y506 $97.3M 1.22% 1,831,848 SH
19 ISHARES TR IYC 464287580 $95.1M 1.19% 940,197 SH
20 GLOBAL X FDS GXPT 37960A289 $90.6M 1.13% 2,766,648 SH
21 ISHARES TR IYE 464287796 $88.7M 1.11% 1,567,303 SH
22 SELECT SECTOR SPDR TR XLP 81369Y308 $79.8M 1.00% 960,549 SH
23 ISHARES TR IYH 464287762 $70.7M 0.89% 1,054,594 SH
24 SELECT SECTOR SPDR TR XLU 81369Y886 $68.1M 0.85% 1,501,241 SH
25 ISHARES TR IXP 464287275 $67.4M 0.84% 597,331 SH
26 ISHARES TR IYJ 464287754 $64.9M 0.81% 389,701 SH
27 VANGUARD WORLD FD VDE 92204A306 $58.9M 0.74% 392,086 SH
28 ISHARES TR AAXJ 464288182 $57.6M 0.72% 482,898 SH
29 GLOBAL X FDS GXPS 37960A271 $56.4M 0.71% 2,149,911 SH
30 SELECT SECTOR SPDR TR XLB 81369Y100 $55.2M 0.69% 1,086,212 SH
31 ISHARES TR IGM 464287549 $53.5M 0.67% 327,192 SH
32 ISHARES INC EZU 464286608 $49.9M 0.62% 717,824 SH
33 VANGUARD WORLD FD VPU 92204A876 $48.5M 0.61% 247,584 SH
34 ISHARES INC EEMA 464286426 $45.4M 0.57% 387,880 SH
35 VANECK ETF TRUST TRUC 92189H581 $44.5M 0.56% 1,792,511 SH
36 GLOBAL X FDS GXPD 37960A313 $43.6M 0.55% 1,669,278 SH
37 SPDR INDEX SHS FDS FEZ 78463X202 $42.1M 0.53% 612,682 SH
38 VANGUARD WORLD FD VAW 92204A801 $41.7M 0.52% 182,352 SH
39 SELECT SECTOR SPDR TR XLRE 81369Y860 $41.7M 0.52% 947,212 SH
40 VANGUARD INDEX FDS VNQ 922908553 $40.9M 0.51% 424,203 SH
41 ISHARES INC EWJ 46434G822 $38.4M 0.48% 411,934 SH
42 GLOBAL X FDS GXPC 37960A297 $37.3M 0.47% 1,250,858 SH
43 ISHARES TR IYG 464287770 $32.8M 0.41% 362,421 SH
44 VANECK ETF TRUST TRUD 92189H623 $30.7M 0.38% 1,183,807 SH
45 INVESCO QQQ TR QQQ 46090E103 $28.1M 0.35% 38,212 SH
46 ISHARES TR EXI 464288729 $28.0M 0.35% 139,478 SH
47 INVESCO EXCHANGE TRADED FD T RSPT 46137V282 $25.1M 0.31% 388,662 SH
48 ISHARES TR IYK 464287812 $22.4M 0.28% 308,545 SH
49 ISHARES TR EWU 46435G334 $20.2M 0.25% 437,274 SH
50 ISHARES INC EWC 464286509 $19.5M 0.24% 338,838 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $7.98B 305 0001137774-26-000189
2026-03-31 2026-05-13 $6.40B 276 0001137774-26-000113
2025-12-31 2026-02-17 $6.77B 259 0001137774-26-000060
2025-09-30 2025-11-14 $6.64B 259 0001137774-25-000200
Filer Information
Address
655 BROAD STREET
NEWARK, NJ 07102
Phone
(888) 794-2783
Filing Manager
PGIM Custom Harvest LLC
NEWARK, NJ
Signatory
Dawn Pallitto
Chief Compliance Officer